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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-1.4%3:59 PM EST
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To: Victor Lazlo who wrote (38136)3/14/2000 10:02:00 PM
From: CoffeePot  Read Replies (3) of 93625
 
<Rambus seen eking out just 0.1 percent of the DRAM market in 2004.>

Farhad Tabrizi, vice president of strategic marketing and product planning for Hyundai
MicroElectronics (San Jose) ebns.com
, questioned whether there is room for both DDR and Direct
Rambus in the niche markets of high-end systems they both target. Indeed, Semico
Research released a projection this week that shows Rambus eking out just 0.1
percent of the DRAM market in 2004.

"We believe the mainstream PCs will eventually shift to DDR, but there is no doubt that
OEMs do have Rambus on order now," said Sherry Garber, memory analyst for Semico
Research.

"The projected demand for RDRAM chips this year is 100 million units, but I think the
real number will be more like 20 million to 30 million units, which is nothing compared to
the entire DRAM market," Tabrizi said. "We expect to see more and more difficulty for
RDRAM to penetrate the market as a high-volume product, because the high cost
means it can only make sense in high-end PCs. That segment is less than 5 percent of
the total market and shrinking."

Rambus Inc. (Mountain View, Calif.) demands a licensing fee from manufacturers of
RDRAMs, and the technology requires a new manufacturing infrastructure. In addition,
RDRAMs currently carry both a die-size penalty and low yields.
eocenter.com
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